See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,778 | $98,750-33.4% | $149,696-56.1% | $79,858-17.6% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 12.38% | 27.43%-15.0pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,075 | $3,216-66.6% | $4,644-76.9% | $2,471-56.5% |
| Participant deferral / active EE | $10,018 | $5,680+76.4% | $6,842+46.4% | $3,740+167.8% |
| Admin fee / account holder | $23,564 | $6,053+289.3% | $9,309+153.1% | $5,306+344.1% |